See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $56,293 |
AMERICAN FUNDS3 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
Filed as: FIDELITY FUNDS Service code 28 · EIN 04-2647786 | Investment Management | $0 |
HARBOR2 years Filed as: HARBOR CAPITAL FUNDS Service code 28 · EIN 04-2679462 | Investment Management | $0 |
Filed as: JOHN HANCOCK FUNDS Service code 28 · EIN 04-3483032 | Investment Management | $0 |
LOOMIS SAYLES3 years Filed as: LOOMIS - SAYLES - NATIXIS - HANSBER Service code 28 · EIN 04-3200030 | Investment Management | $0 |
Filed as: MASS MUTUAL FUNDS Service code 28 1295 STATE STREET · SPRINGFIELD, MA 01111 | Investment Management | $0 |
MET WEST FUNDS3 years Service code 28 865 SOUTH FIGUEROA STREET · LOS ANGELES, CA 90017 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT3 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
T ROWE PRICE RPS INC3 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,101 | $104,475-59.7% | $159,436-73.6% | $79,386-47.0% |
| Participation rate | 75.7% | 76.6%-0.9pp | 82.8%-7.1pp | 70.7%+5.0pp |
| Annual return | 14.38% | 67.95%-53.6pp | 263.57%-249.2pp | 116.85%-102.5pp |
| Employer contribution / active EE | $22 | $3,417-99.3% | $4,829-99.5% | $2,427-99.1% |
| Participant deferral / active EE | $1,476 | $6,467-77.2% | $7,352-79.9% | $4,046-63.5% |
| Admin fee / account holder | $303 | $711-57.4% | $10,799-97.2% | $626-51.7% |